Financial Services · Advisory

Market Volatility Client Communication

Proactively reach anxious clients during periods of significant market volatility, without giving specific investment advice.

Apps this needs

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup
Inbound Email Let the agent read and answer email enquiries. Connect during setup

How it works

  1. Identifies a market volatility trigger per the firm's defined threshold, and sends a firm-approved, pre-written communication acknowledging the environment.
  2. Offers a call with the adviser for any client wanting to discuss their specific situation, rather than the agent providing reassurance or guidance itself.
  3. Prioritizes outreach to clients flagged as higher-anxiety or newer to investing, per adviser guidance stored in the CRM.
  4. Never comments on specific holdings, market predictions, or whether to buy/sell/hold.

Data sources

Market volatility trigger rules Firm-approved communication templates

What it targets

  • Clients reached within 24 hours of a volatility trigger Target 90%